Client Import
How to import the new Clients
Client Import
- By clicking on the “Import” button which is under the “General Settings” menu you can import the new Client.
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- By clicking on the “Download Sample” button you can download the sample file for client import and see how your import file should be constructed.
- By clicking on the “Choose File” button you can upload the file. (In Xlsx, CSV format)
- After uploading the file click on the “Submit” button
- After clicking the “Submit” button you can see the data which you imported from the file
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- Then select the required fields from your imported data
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- Click on the “Submit” button and you can add the clients
- After importing the clients you can see the imported clients below. (If any error occurs in the filled data you can see it in the “Not imported”)
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